Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.


CFP®

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.  CFP Board sets and enforces the requirements for CFP® certification, including:

Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.

 AEP®

Every AEP® designee is licensed, practices within the field, has proven experience, and is recognized by his or her peers as having a strong professional reputation.  An AEP® professional is required to obtain a significant amount of continuing education yearly, remain current with their licensing organizations, and certify loyalty to their clients and the team approach to estate planning. Your designee is committed to you and your unique situation and understands that each estate plan is different and must be handled with thoughtful consideration.  An AEP® professional will work with you to develop a strategy that will help you achieve financial security during your lifetime and facilitate the intended transfer of your assets at death, while taking into consideration your unique circumstances and the potential costs of alternative ways to achieve your goals.  As a member of the National Association of Estate Planners & Councils, each AEP® professional recognizes the importance of adhering to a code of ethics that emphasizes a team approach to estate planning.  You may rely upon the competency, knowledge, professionalism, integrity, obectivity, and responsibility to each person qualifying as a candidate for certification, as well as those who are currently certified.

*National Association of Estate Planners & Councils

 

 CLTC

With the CLTC designation, Jay Burgman has received one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance. The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.


In addition to the education below, Jay Burgman has also earned a Certificate of Advanced Study in Administration at Hofstra University. 

Jay C Burgman, CFP®, AEP®

Wealth Management Advisor

 

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